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Employer firm

Arvest Wealth Management CRD 42057

$3.44B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Arvest Wealth Management

913 W Monroe Avenue, Lowell, AR 72745 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-31
OK RA APPROVED 2023-05-18
  • TX RA
    APPROVED
    Since 2025-01-31
  • OK RA
    APPROVED
    Since 2023-05-18

Branch Locations

824 Se 4Th Street, Moore, OK 73160 • United States

5000 Rogers Ave, Ft Smith, AR 72903 • United States

4600 Se 29Th Street, Del City, OK 73115 • United States

9350 S Western, Oklahoma City, OK 73139 • United States

1900 S Douglas Blvd, Midwest City, OK 73130 • United States

3120 S Western Avenue, Oklahoma City, OK 73109 • United States

3900 N. Lincoln Blvd, Oklahoma City, OK 73105 • United States

201 North Broadway, Shawnee, OK 74801 • United States

4500 N Harrison, Shawnee, OK 74804 • United States

201 Robert S. Kerr Avenue, Suite 100, Oklahoma City, OK 73102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Riverfield Country Day School Tulsa OK 04/2016 09/2016
Oral Roberts University Tulsa OK 09/2016 05/2017
Riverfield Country Day School Tulsa OK 05/2017 02/2018
Tulsa County Tulsa OK 02/2018 10/2019
Staples Tusla OK 11/2019 04/2021
Unemployed Tulsa OK 05/2021 09/2021
Arvest Bank Tulsa OK 10/2021 01/2023
Arvest Wealth Management Tulsa OK 01/2023 08/2024
Arvest Bank Tulsa OK 01/2023 08/2024
Arvest Bank Broken Arrow OK 08/2024 01/2025
Arvest Wealth Management Broken Arrow OK 08/2024 01/2025
Arvest Wealth Management Oklahoma City OK 01/2025 Present
Arvest Bank Oklahoma City OK 01/2025 Present
  • 04/2016 → 09/2016
    Riverfield Country Day School
    Tulsa, OK
  • 09/2016 → 05/2017
    Oral Roberts University
    Tulsa, OK
  • 05/2017 → 02/2018
    Riverfield Country Day School
    Tulsa, OK
  • 02/2018 → 10/2019
    Tulsa County
    Tulsa, OK
  • 11/2019 → 04/2021
    Staples
    Tusla, OK
  • 05/2021 → 09/2021
    Unemployed
    Tulsa, OK
  • 10/2021 → 01/2023
    Arvest Bank
    Tulsa, OK
  • 01/2023 → 08/2024
    Tulsa, OK
  • 01/2023 → 08/2024
    Arvest Bank
    Tulsa, OK
  • 08/2024 → 01/2025
    Arvest Bank
    Broken Arrow, OK
  • 08/2024 → 01/2025
    Broken Arrow, OK
  • 01/2025 → Present
    Oklahoma City, OK
  • 01/2025 → Present
    Arvest Bank
    Oklahoma City, OK
Other Businesses

Dually employed by Arvest Bank, located in Oklahoma City, OK. I split my time 25%/75% between Arvest Bank and Arvest Wealth Management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-20
  • S66 Uniform Combined State Law Examination
    2023-04-20

View on SEC IAPD

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